Data centres are essential digital infrastructure and one of the asset class’s most sought-after investment sectors. They are at the heart of the hyperscalers’ massive AI infrastructure build out and frequently grab headlines for their insatiable power and water consumption, environmental footprint, and community impact. Power is, in fact, the number one bottleneck data centre developers face nowadays.
Data centres’ ever-closer association with the hyperscalers’ AI needs often obscures the depth of the sector, which also underpins cloud computing for the likes of Amazon, Microsoft and Google. And while AI data centres are turning into gigantic campuses, often consuming as much energy as a large city, the sector comprises everything from multi-tenant co-location facilities to single-organisation enterprise data centres, to edge facilities focused on reducing latency, to name just a few data centre types.
CPP wants more ‘established’ data centre platforms after latest $4bn buy
After being involved in several large-cap data centre investments, Canada’s largest pension fund is keen for further exposure.
Gilchrist: Igneo ‘a clean sheet of paper in terms of opportunity’
Six months after becoming Igneo's global head of capital formation, Carolyn Gilchrist outlines her vision for how a unified IR function will underpin the firm’s growth.
AlbaCore targets €1bn for high-yield infra debt fund
This marks the firm’s first foray into infra credit, to be quickly followed up with the launch of an investment-grade vehicle.
BNP Paribas AM shuts down €750m sustainability fund – exclusive
The move comes after the firm’s acquisition of AXA IM Alts, which has created an overlap in equity fund strategies between the two managers.
Inside Partners Group’s 2.5x multiple of data centre platform atNorth
Last week’s $4bn sale of Nordics data centre platform atNorth saw the Swiss group net a 2.5x MOIC and more than 30% return on a deal it signed in December 2021.
CapMan to launch €750m third Nordic infra fund – exclusive
This latest fund represents an almost 90% increase on the manager’s previous fund, which targeted €400m.
IFM Investors on how infrastructure marches on
As the asset class evolves and expands, its core characteristics provide a springboard for success, says IFM’s Luba Nikulina.
Infrastructure Investor Awards 2025: Latin America
Power & Utilities Investor of the Year was added as a new category this year as KKR won its third consecutive Fund Manager of the Year for the region.
Infrastructure Investor Awards 2025: Middle East and Africa
KKR bagged its second Fund Manager of the Year award, the other for APAC, opening its third office in the region.
Wilmington Trust on what’s powering the future of the energy transition
Wilmington Trust’s Will Marder reflects on how the last 12 months have changed investment flows and what that means for the future.
Investors need to decide how much coal is too much coal
In the age of ‘any and all’ energy investing, investors will have to grapple with the right level of coal exposure.
RGreen raises €900m for fifth European energy transition fund
The manager has already invested about 70% of the fund’s capital and expects it to be fully deployed by year-end.
‘Scale is how you win’: Macquarie’s Ed Northam on green investing
MAM's global head of green investments discusses the opportunities in US renewables, even if projects have become harder to deliver.
CPP wants more ‘established’ data centre platforms after latest $4bn buy
After being involved in several large-cap data centre investments, Canada’s largest pension fund is keen for further exposure.
The Pipeline: Big Tech’s data centre pledge, NZ Super gets real assets chief, GIP and EQT’s $33bn AES deal
Big Tech signs landmark data centre and energy pledge at White House, NZ Super assigns real assets chief role, and GIP and EQT agree $33.4 billion AES takeover. Welcome to The Pipeline, the start-of-the-week briefing for our valued subscribers only. 
Gilchrist: Igneo ‘a clean sheet of paper in terms of opportunity’
Six months after becoming Igneo's global head of capital formation, Carolyn Gilchrist outlines her vision for how a unified IR function will underpin the firm’s growth.
Investor Intentions: INPGI issues two RFPs targeting €70m in infrastructure funds
Italian pension fund looks to make both local and international investments.
AlbaCore targets €1bn for high-yield infra debt fund
This marks the firm’s first foray into infra credit, to be quickly followed up with the launch of an investment-grade vehicle.
BNP Paribas AM shuts down €750m sustainability fund – exclusive
The move comes after the firm’s acquisition of AXA IM Alts, which has created an overlap in equity fund strategies between the two managers.
Ad-hoc extensions can’t keep coal competitive
The postponed closure of coal-fired power stations in the US, Australia and the EU is not ample reason for investors to get back behind the fossil fuel.
